Contents

Title and Copyright Information

Preface

1 About This Guide

2 Signing In and Getting Ready

3 Setup Task Overview

4 Setting Up User Account Preferences

5 Creating Setup Users

6 Setting Up the Accounting Calendar and Corporate Currency

7 Setting Up Geography Data

8 Configuring Search

9 Getting Ready to Create Sales Users

10 Creating Sales Users in the UI

11 Importing Users

12 Setting Up the Sales Catalog

13 Importing Accounts and Contacts

14 Setting Up Sales Campaigns

15 Setting Up Sales Territories and Assignment

16 Setting Up Leads

17 Setting Up Competitors

18 Setting Up Opportunities

19 Setting Up Oracle Social Network

20 Setting Up Sales Quotas

21 Setting Up Forecasting

22 Getting Started with Sales Prediction

23 Setting Up Microsoft Outlook

24 Setting Up Mobile Applications

Glossary